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Salesforce

2,664 hedge funds and large institutions have $138B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,056 increasing their positions, 1,173 reducing their positions, and 455 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

39% less funds holding in top 10

Funds holding in top 10: 5936 (-23)

45% less capital invested

Capital invested by funds: $249B → $138B (-$111B)

48% less first-time investments, than exits

New positions opened: 237 | Existing positions closed: 455

Holders
2,664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.26B
Puts
$7.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1026
EverSource Wealth Advisors
Alabama
$2.1M
FGAM
1027
Financial Gravity Asset Management
Texas
$2.1M
PI
1028
PFG Investments
New York
$2.09M
HIIFS
1029
Harel Insurance Investments & Financial Services
Israel
$2.09M
HFRG
1030
Houlihan Financial Resource Group
Virginia
$2.09M
WN
1031
Williams & Novak
California
$2.09M
VAS
1032
Valicenti Advisory Services
New York
$2.09M
CAMG
1033
CWA Asset Management Group
Florida
$2.09M
VA
1034
VestGen Advisors
Illinois
$2.08M
NP
1035
Nilsine Partners
Colorado
$2.08M
CWM
1036
Cornerstone Wealth Management
Missouri
$2.08M
UBG
1037
United Bank (Georgia)
Georgia
$2.07M
FFA
1038
Fragasso Financial Advisors
Pennsylvania
$2.07M
NFG
1039
Nations Financial Group
Iowa
$2.06M
TFA
1040
Teamwork Financial Advisors
Texas
$2.06M
ACM
1041
Alta Capital Management
Utah
$2.06M
IAS
1042
Insigneo Advisory Services
Florida
$2.05M
HCM
1043
Hillman Capital Management
Maryland
$2.05M
MCM
1044
Mattern Capital Management
Colorado
$2.04M
FAM
1045
Fairtree Asset Management
South Africa
$2.03M
KWA
1046
Kingswood Wealth Advisors
California
$2.03M
IA
1047
Icon Advisers
Colorado
$2.03M
PMWMG
1048
Parr McKnight Wealth Management Group
Minnesota
$2.02M
MM
1049
Morangie Management
Florida
$2.01M
FWM
1050
Finer Wealth Management
Massachusetts
$2M